Institutional Ownership Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI). We have compiled data on the 644 institutions that hold shares in the stock, with a total of 235 Million shares, which have been reported (via 13F filing form) to have a value of $7.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
18,753,651
shares
|
$607 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
7,432,811
shares
|
$241 Million
0.08% of portfolio
|
Q1 2025
Added 24.16%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,005,389
shares
|
$227 Million
0.02% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
6,671,198
shares
|
$216 Million
25.84% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
5,709,320
shares
|
$185 Million
18.44% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
5,652,669
shares
|
$183 Million
1.93% of portfolio
|
Q1 2025
Added 37.0%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,899,828
shares
|
$159 Million
0.02% of portfolio
|
Q1 2025
Added 24.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,902,730
shares
|
$126 Million
0.03% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,806,810
shares
|
$123 Million
0.2% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,652,694
shares
|
$118 Million
16.37% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
3,302,605
shares
|
$107 Million
10.99% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,243,134
shares
|
$105 Million
0.02% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,905,093
shares
|
$94 Million
1.96% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,876,620
shares
|
$93.1 Million
0.15% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,603,751
shares
|
$84.3 Million
1.29% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,523,946
shares
|
$81.7 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,238,479
shares
|
$72.4 Million
0.42% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,232,823
shares
|
$72.3 Million
0.1% of portfolio
|
Q1 2025
Added 323.61%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,135,068
shares
|
$69.1 Million
11.87% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
2,063,745
shares
|
$66.8 Million
10.2% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,015,129
shares
|
$65.2 Million
1.64% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,842,584
shares
|
$59.6 Million
0.5% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,815,008
shares
|
$58.7 Million
1.55% of portfolio
|
Q1 2024
Added 2.48%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
1,660,969
shares
|
$53.7 Million
2.8% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
1,635,154
shares
|
$52.9 Million
12.61% of portfolio
|
Q1 2025
Added 4.21%
|